SVAL vs VUG

ASVAL

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · SVAL $14,844

Lowest cost0.03%VUG · $3 on $10k

Most income2.25%SVAL · $225 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%SVAL and VUG

SVAL

VUG

iShares US Small Cap Value Factor ETF · $158MVanguard Morningstar Growth ETF · $233B

+20.1%3 years · per year$17,331 · $18,415+22.6%

+8.2%5 years · per year$14,844 · $16,124+10.0%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

2.25%12-mo yield$225 · $42 on $10k0.42%

−9.0%Worst dropSmaller wins−15.1%

15.4%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSVAL · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SVAL vs VUG

SVAL

iShares US Small Cap Value Factor

$14,844

VUG

Vanguard Morningstar Growth

$16,124

MeasureSVALVUG

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.25%0.42%

5 years, per year+8.2%+10.0%

3 years, per year+20.1%+22.6%

Worst drop · 1Y−9.0%−15.1%

Volatility · 1Y15.4%19.0%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SVAL, VUG, VO

Today

10.2%most shared, VUG and VO

SVALVUGVO

SVAL—0.0%0.0%

VUG0.0%—10.2%

VO0.0%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VO$139 − $3 = $136

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee